Using Zoho Sign for Multi-Option Proposals

Zach Spader of Cornerstone Solutions brings you a follow-up to a previous video on creating multi-option proposals in Zoho CRM. In this video, Zach walks you through how Cornerstone Solutions sends out its proposals using Zoho Sign.

00:00 Introduction
00:29 Begin Demo
01:08 Adding Fields for Zoho Sign
03:10 Sending Proposals from CRM
06:38 Review Page
08:58 Conclusion

Zoho Sign offers invaluable advantages for sending out proposals, making it an essential tool for businesses. This electronic signature platform streamlines the proposal process, enabling secure and legally compliant document signing. With Zoho Sign, proposals can be sent and signed digitally, reducing turnaround time and eliminating the need for physical paperwork. The platform also provides tracking and reminders, ensuring that proposals are promptly reviewed and signed, enhancing overall efficiency.

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Using Zoho Sign for Multi-Option Proposals
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